Add signed referral to ops tracker and alert
Add signed referral to ops tracker and alert
Your signed referral deals often go untracked, delaying rewards and campaign reporting. Coordinators gain visibility so rewards are ready same day and campaign reporting stays up to date.
Overview
Signed referrals often sit in the CRM without a clear handoff, delaying reward issuance and skewing campaign metrics. This flow captures each signed referral into a shared ops sheet and pings coordinators so rewards and reporting are handled within the same day.